Core Viewpoint - The new Aucma Ion Fresh Refrigerator BCD-265WPGCDX is designed to meet the needs of urban dwellers seeking a balance between practicality and style in small living spaces, offering features like compact size, large capacity, precise preservation, low energy consumption, and quiet operation [1][7]. Group 1: Product Features - The refrigerator has a total capacity of 265 liters, with a 108-liter freezer and a 157-liter refrigerator compartment, designed to fit small kitchens and rental spaces [3]. - It utilizes frost-free cooling technology and ion deodorization to maintain food freshness and prevent waste, making it suitable for busy individuals [3][5]. - The dual inverter technology optimizes energy efficiency and operates quietly, enhancing the living experience in rental homes [5]. Group 2: Design and Aesthetics - The refrigerator features a beautiful silver glass panel with a high-gloss mirror effect, suitable for various interior styles, enhancing the aesthetic of small kitchens [5]. - It is designed to be durable and easy to clean, with a fingerprint-resistant surface [5]. Group 3: Market Positioning - The Aucma Ion Fresh Refrigerator BCD-265WPGCDX is positioned as a premium choice for young urban renters and small families, aiming to elevate the quality of life in limited living spaces [9].

Core Insights - The article highlights the launch of the Aucma BC/BD-256WDHXF series frost-free freezer, emphasizing its innovative technology and superior performance in food preservation [1][3]. Group 1: Product Features - The BC/BD-256WDHXF freezer utilizes -40℃ deep freezing technology, ensuring rapid freezing of food while maintaining its natural flavor upon thawing [1]. - It features a multi-dimensional frost-free technology that enhances freezing speed and preservation effectiveness through an efficient air circulation system [3]. - The new air duct design increases storage capacity by 6%, providing an additional 13 liters of space for food storage [5]. Group 2: Temperature Control and Safety - The freezer employs 0.1℃ precise temperature control technology, reducing temperature fluctuations by 45% through adaptive intelligent defrosting [5]. - It includes SDP+ ion purification technology, which offers sterilization, odor removal, and mold prevention, ensuring food safety [5]. Group 3: Energy Efficiency - The freezer can freeze 13 kilograms of food in 12 hours while meeting national一级能效 standards, contributing to cost savings on electricity bills and qualifying for a 20% energy efficiency subsidy [5]. Group 4: Market Positioning - Aucma positions the BC/BD-256WDHXF not just as a freezer but as a guardian of quality living and a product of technological innovation, indicating a commitment to enhancing consumer lifestyles [5].

Industry Overview - Ice machines are refrigeration devices that generate ice by cooling water through refrigerants in the evaporator [1][2] - The market for ice machines in China has shown steady expansion, with the market size growing from 1.96 billion yuan in 2019 to 2.98 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 8.8% [1][9] - The global ice machine market is also experiencing rapid growth, with the market size increasing from 2.099 billion USD in 2019 to 2.989 billion USD in 2024, with a CAGR of 8% [5][9] Market Segmentation - Ice machines can be categorized into four main types: industrial, commercial, residential, and medical [2][3] - The commercial ice machine segment is currently the largest in China, with a market size of 1.14 billion yuan in 2024, accounting for 38% of the total ice machine market [11] Competitive Landscape - The domestic ice machine market is highly competitive, with local brands dominating the home ice machine segment, while foreign brands lead in commercial and industrial ice machines [13][17] - Key players in the industry include Yindu Co., Aucma, Dongbei Group, and Huikang Technology, among others [2][15][17] Future Trends - The ice machine market in China is expected to continue growing due to the increasing popularity of ice usage culture and economic recovery [19] - There is a trend towards market segmentation, with more specialized and personalized products emerging for different applications [20] - Environmental protection and energy efficiency are becoming mainstream demands, with manufacturers needing to adopt new refrigerants and optimize cooling systems [21][22]

Core Points - Aucma (600336) closed at 6.84 yuan on June 27, 2025, up 5.23% from 6.5 yuan the previous week [1] - The company's market capitalization is currently 5.458 billion yuan, ranking 9th in the white goods sector and 2762nd in the A-share market [1] Company Announcements - Aucma provided a guarantee of 10 million yuan for its subsidiary, Qingdao Aucma Biomedical Co., Ltd., with a total guarantee amount of 1.28 billion yuan, representing 52.44% of the company's latest audited net assets [1] - The guarantee is intended to support the daily operational funding needs of the biomedical company, which specializes in the development, production, and sales of ultra-low temperature equipment and laboratory refrigerators [1] - In Q1 2025, the biomedical company reported revenue of approximately 41.1 million yuan and a net profit of approximately 857,441 yuan, while the total revenue for 2024 was approximately 144.6 million yuan with a net profit of approximately 12.6 million yuan [1]

Core Viewpoint - The company received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, highlighting a significant decline in revenue and the need for clarification on various operational aspects [1] Group 1: Financial Performance - The company reported a revenue of 7.816 billion yuan for 2024, a year-on-year decrease of 15.99% [1] - Main products, including refrigeration equipment, air conditioners, washing machines, and small appliances, generated 6.095 billion yuan in revenue with a gross margin of nearly 16% [1] - The overseas business accounted for 2.315 billion yuan, representing nearly 30% of total revenue, with a gross margin of 9.98%, lower than the domestic business margin of 15.55% [1] Group 2: Sales Model and Revenue Decline - The sales model for the company's electrical products is divided into agency distribution (47.96%) and direct sales (52.04%) for 2024, with a decline in agency distribution by 635 million yuan [2] - The decline in sales revenue is attributed to factors such as the impact of emerging channels, consumption stratification, and insufficient effective demand in lower-tier markets [3] - The company’s domestic household product sales decreased by 671 million yuan, a decline of 14.73% [3] Group 3: Industry Context - The company operates in a highly competitive industry with high product homogeneity, facing challenges from market saturation and limited new demand [4] - The domestic refrigerator market saw a retail sales decline of 5.1% in 2024 due to market overextension and sluggish demand in the catering industry [4] Group 4: Strategic Measures - The company plans to enhance its brand positioning as a "Temperature Technology Expert" and improve brand value through comprehensive media communication [6] - Focus on technological innovation to enhance product competitiveness and develop differentiated products for both household and commercial markets [6][7] - Transition the household marketing channel from a primary focus on agency distribution to a mixed model that includes vertical retail [7] Group 5: Overseas Business Strategy - The company aims to accelerate its overseas marketing efforts, promoting local production and expanding its brand presence in regions like the Middle East, Southeast Asia, and Latin America [8] - Establish a localized operational system in overseas markets, including a smart manufacturing plant in Indonesia with an annual capacity of 500,000 refrigerators [8] Group 6: Other Business Operations - The company’s other business income includes trade-related revenues, with a focus on agricultural products and electrical components [9] - The trading business has seen fluctuations in gross margins, with agricultural products showing higher margins due to improved team capabilities and market control [17] Group 7: Accounts Receivable and Risk Management - As of the end of 2024, the company reported accounts receivable of 2.318 billion yuan, with a provision for bad debts of 757 million yuan [34] - The company has implemented a rigorous credit risk assessment process for major customers and has taken measures to mitigate risks associated with overseas transactions [28][40]

信会师函字[2025]第 ZA308 号 上海证券交易所上市公司管理一部: 我们于近期收到澳柯玛股份有限公司(以下简称"澳柯玛"或"公 司")转发的贵部下发的《关于澳柯玛股份有限公司 2024年年度报告 的信息披露监管问询函》(以下简称"问询函"),立信会计师事务所(特 殊普通合伙)(以下简称"会计师"或"我们")对问询函中需要会计师 说明的事项逐项进行了审慎核查,现将问询函中须由会计师发表意见 的问题答复如下: 第1页 会计师事务所(特殊普通1 INA SHU LUN PAN CERTIFIED PUBLIC ACCOUNTAN 立信会计师事务所(特殊普通合伙) 关于澳柯玛股份有限公司 2024 年年度报告的信息披露监管问询函的回复 问题 1、关于公司业务及收入 年报显示,公司 2024 年度实现营业收入 78.16 亿元,同比下 降 15.99%。其中,制冷设备、空调、洗衣机、小家电等主营产品实 现收入 60.95 亿元,综合毛利率近 16%:其他商品收入 14.96 亿元, 毛利率 5.44%。其他非主营业务收入 2.25 亿元,主要为材料与配件 出售、房屋出租等,上年同期该部分收入为 8.47 亿元。 ...

关于对澳柯玛股份有限公司问询函的反馈意见 上海证券交易所上市公司管理一部: 中兴华会计师事务所（特殊普通合伙）作为澳柯玛股份有限公司 2022-2023 年年 报审计的会计师事务所,对澳柯玛股份有限公司 2024 年年报问询函所涉及的 2022-2023 年年报审计有关问题实施核查程序后,回复如下(除特别注明外,以下金额单位为人民 币万元）： 间题一、关于公司业务及收入。年报显示,公司 2024年度实现营业收入 78.16 亿 元,同比下降 15.99%。其中,制冷设备、空调、洗衣机、小家电等主营产品实现收入 60.95 亿元,综合毛利率近 16%;其他商品收入 14.96 亿元,毛利率 5.44%。其他非主 营业务收入 2. 25 亿元,主要为材料与配件出售、房屋出租等, 上年同期该部分收入为 8.47 亿元。分地区看,境外业务实现收入 23.15 亿元,占比近三成,占比持续提升, 境外业务毛利率 9.98%，低于境内业务的 15.55%。 诗公司:(2) 补充披露近三年其他商品业务所指的具体产品及经营模式、结算政策 等，分产品列示前五名客户、供应商情况，包括但不限于名称、成立时间、关联关系、 交易内容及金 ...

证券代码：600336 证券简称：澳柯玛 编号：临 2025－028 澳柯玛股份有限公司 关于上海证券交易所对公司 2024 年年度报告 信息披露监管问询函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 澳柯玛股份有限公司（以下简称"公司"）于近期收到上海证券交易所下发的《关 于澳柯玛股份有限公司 2024 年年度报告的信息披露监管问询函》（上证公函【2025】 0749 号）（以下简称"《问询函》"），公司会同年审会计师事务所就《问询函》中所 列问题进行了认真核查落实，现具体回复如下（除特别注明外，以下金额单位为人民币 万元）： 问题一、关于公司业务及收入。年报显示，公司 2024 年度实现营业收入 78.16 亿 元，同比下降 15.99%。其中，制冷设备、空调、洗衣机、小家电等主营产品实现收入 60.95 亿元，综合毛利率近 16%；其他商品收入 14.96 亿元，毛利率 5.44%。其他非主 营业务收入 2.25 亿元，主要为材料与配件出售、房屋出租等，上年同期该部分收入为 8.47 亿元。分地区看，境外业 ...

证券代码：600336 证券简称：澳柯玛 编号：临 2025－027 澳柯玛股份有限公司 关于为控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 被担保人名称：青岛澳柯玛生物医疗有限公司（以下简称"生物医疗公司"）, 系公司直接、间接持股的全资子公司。 本次担保金额及已实际为其提供的担保余额：本次为生物医疗公司提供 1,000 万元的连带责任保证，包含本次担保，公司及控股子公司已实际为生物医疗公司提供了 1,000 万元的担保。 本次担保没有反担保。 公司对外担保未发生逾期情形。 特别风险提示：截至本公告披露日，公司及控股子公司对外提供担保总额为 12.80 亿元（不含控股子公司对公司的担保），占公司最近一期经审计净资产的 52.44%。 请广大投资者充分关注担保风险。 一、担保情况概述 二、被担保人基本情况 （一）单位名称：青岛澳柯玛生物医疗有限公司。 （二）统一社会信用代码：91370211583681230U。 （三）注册地址：青岛市黄岛区（原开发区前湾港路 315 号）。 （ ...

随着夏季高温来袭，如何安全、健康地保存食材，成为每个家庭亟待解决的难题。近日，澳柯玛推出的 BCD-617WPGZTDXI 四季鲜储冰箱，凭借一系列创新科技与人性化设计，为用户带来了全新的食材存 储体验。 冷藏室还特别设置母婴专储空间、养颜空间，以及右下角107升的超大变温魔术舱，可在5℃~ -20℃之间 进行宽幅温度调节，冷藏、软冷冻、冷冻模式随心切换，满足了不同家庭成员、不同食材的多样化存储 需求。三系统三循环的制冷系统，确保每个间室温度恒定，避免串味问题。 在食品安全保障上，冰箱配备的全空间离子洄游净化技术成为守护健康的"安全卫士"。通过对离子发生 器产生臭氧、负离子速率的精确研究，冰箱能够将箱内的臭氧浓度始终维持在合理范围。 除了强大的保鲜与杀菌功能，这款冰箱在空间设计上也处处体现着人性化关怀。采用0嵌入设计，凭借 前向底部散热和90°开门的巧妙结构，两侧无需预留过多散热空间，大幅提升了空间利用率，清洁也更 加轻松便捷。十字四门设计搭配高达617升的超大容积，配合VIP绝热真空绝热板，在减少冰箱体积的 同时，实现大容量存储。 在保鲜技术上，这款冰箱堪称 "四季守护者"。其四季鲜储MAP抗氧锁鲜技术，如 ...